← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	MIM Marco Investment Management Atlanta, Georgia	$3.49M	$0	1	0.58%	Maintained
402	CWA Constellation Wealth Advisors New York	$3.47M	+$402K	2	0.29%	Increased
403	CC Cipher Capital New York	$3.45M	+$624K	2	0.47%	Increased
404	Carnegie Investment Counsel Pepper Pike, Ohio	$3.44M	-$85.1K	1	0.6%	Reduced
405	Truist Financial Charlotte, North Carolina	$3.44M	-$74.9K	1	0.09%	Reduced
406	BA BKS Advisors Southfield, Michigan	$3.44M	+$2.3M	1	1.64%	Increased
407	Cubist Systematic Strategies Stamford, Connecticut	$3.44M	-$1.49M	3	0.17%	Reduced
408	CA Cullinan Associates Louisville, Kentucky	$3.42M	-$84.7K	1	0.28%	Reduced
409	Donaldson Capital Management Evansville, Indiana	$3.42M	-$12.4M	1	0.49%	Reduced
410	GH GAM Holding Zurich, Switzerland	$3.39M	-$52.4K	2	0.05%	Reduced
411	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.39M	-$346K	1	0.16%	Reduced
412	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$3.37M	-$1.47M	1	0.28%	Reduced
413	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.37M	+$13.3K	1	1.14%	Increased
414	OCM Oakwood Capital Management Los Angeles, California	$3.37M	+$195K	1	0.88%	Increased
415	Norinchukin Bank Tokyo, Japan	$3.34M	+$304K	1	0.09%	Increased
416	Brookstone Capital Management Wheaton, Illinois	$3.33M	+$780K	2	0.42%	Increased
417	CA Callahan Advisors Houston, Texas	$3.32M	+$379K	1	0.96%	Increased
418	SHA Smith Hayes Advisers Lincoln, Nebraska	$3.26M	+$467K	1	0.64%	Increased
419	ECM EagleClaw Capital Management Boston, Massachusetts	$3.26M	+$21.2K	1	2.09%	Increased
420	CIM Corbyn Investment Management Lutherville, Maryland	$3.25M	+$3.39M	1	0.71%	New
421	ACB Aristotle Capital Boston Boston, Massachusetts	$3.24M	+$898K	1	0.74%	Increased
422	PAA Peregrine Asset Advisers Portland, Oregon	$3.24M	+$3.39M	1	2.43%	New
423	People's United Financial Bridgeport, Connecticut	$3.22M	-$7.91K	1	0.17%	Reduced
424	EI EAM Investors Solana Beach, California	$3.21M	-$253K	1	0.38%	Reduced
425	CAM Cubic Asset Management Boston, Massachusetts	$3.21M	-$47.6K	1	1.02%	Reduced